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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $728,462 | $76,407+853.4% | $150,298+384.7% | $82,448+783.5% |
| Participation rate | 100.0% | 66.4%+33.6pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 16.89% | 39.99%-23.1pp | 62.79%-45.9pp | 41.64%-24.7pp |
| Employer contribution / active EE | $38,156 | $2,614+1359.6% | $4,154+818.5% | $2,551+1395.7% |
| Participant deferral / active EE | $22,229 | $3,214+591.5% | $5,453+307.7% | $4,139+437.0% |
| Admin fee / account holder | $289,472 | $6,352+4457.2% | $14,116+1950.7% | $7,234+3901.4% |